Latest Institutional Purchases of Phillips 66 (PSX)
This list provides information on the latest institutional transactions involving Phillips 66 (PSX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2+ 0.78% |
$218 - $271
|
259
$31.6K
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1+ 0.39% |
$109 - $136
|
256
$31.2K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.17% |
$109 - $136
|
604
$73.7K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$109 - $136
|
3.48K
$424K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
542KNew |
$51.7M - $67.3M
|
542K
$66.1M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
366KNew |
$34.9M - $45.5M
|
366K
$44.7M
|
|
Nov 14, 2023
Q3 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
315KNew |
$30.1M - $39.2M
|
315K
$38.5M
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
138KNew |
$13.2M - $17.2M
|
138K
$16.9M
|
|
Nov 14, 2023
Q3 2023
|
Point State Capital LP
New York, NY |
BUY
|
- |
118KNew |
$11.3M - $14.7M
|
118K
$14.4M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
118K+ 39166.67% |
$11.2M - $14.6M
|
118K
$14.4M
|
|
Nov 14, 2023
Q3 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
102K+ 520.12% |
$9.74M - $12.7M
|
122K
$14.9M
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
80.5K+ 60.4% |
$7.68M - $10M
|
214K
$26.1M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
61.6KNew |
$5.87M - $7.65M
|
61.6K
$7.52M
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
34.2K+ 1312.6% |
$3.26M - $4.25M
|
36.8K
$4.49M
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
20KNew |
$1.91M - $2.48M
|
20K
$2.44M
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
19.8KNew |
$1.88M - $2.45M
|
19.8K
$2.41M
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
15.1KNew |
$1.44M - $1.88M
|
15.1K
$1.84M
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
11.6KNew |
$1.11M - $1.44M
|
11.6K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
9.9KNew |
$944K - $1.23M
|
9.9K
$1.21M
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.26KNew |
$692K - $902K
|
7.26K
$886K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7.08K+ 53.26% |
$675K - $879K
|
20.4K
$2.49M
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
6.4K+ 34.04% |
$611K - $795K
|
25.2K
$3.08M
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
6.27KNew |
$598K - $779K
|
6.27K
$765K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
6.11KNew |
$582K - $759K
|
6.11K
$745K
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
4.43KNew |
$423K - $551K
|
4.43K
$541K
|
|
Mar 14, 2024
Q3 2023
|
Scp Investment, LP
|
BUY
|
- |
3.81KNew |
$364K - $474K
|
3.81K
$465K
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.66K+ 47.63% |
$349K - $455K
|
11.4K
$1.39M
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.55KNew |
$339K - $441K
|
3.55K
$434K
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.97K+ 45.78% |
$283K - $369K
|
9.46K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Empyrean Capital Partners, LP
Los Angeles, CA |
BUY
|
- |
2.94KNew |
$280K - $365K
|
2.94K
$359K
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
2.76KNew |
$263K - $343K
|
2.76K
$337K
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$240K - $313K
|
2.52K
$308K
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
2.5KNew |
$239K - $311K
|
2.5K
$305K
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
2.42KNew |
$231K - $301K
|
2.42K
$296K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.23KNew |
$213K - $277K
|
2.23K
$272K
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.06KNew |
$197K - $256K
|
2.06K
$251K
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.04KNew |
$195K - $254K
|
2.04K
$249K
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.04KNew |
$194K - $253K
|
2.04K
$248K
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.02K+ 64.48% |
$193K - $252K
|
5.16K
$630K
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2KNew |
$191K - $249K
|
2K
$244K
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
1.99KNew |
$189K - $247K
|
1.99K
$242K
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.96KNew |
$187K - $244K
|
1.96K
$240K
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.96KNew |
$187K - $243K
|
1.96K
$239K
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
1.96KNew |
$187K - $243K
|
1.96K
$239K
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.93KNew |
$184K - $240K
|
1.93K
$236K
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.9KNew |
$181K - $236K
|
1.9K
$232K
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
1.9KNew |
$181K - $236K
|
1.9K
$232K
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.88KNew |
$179K - $233K
|
1.88K
$229K
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.86KNew |
$177K - $231K
|
1.86K
$227K
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
1.8KNew |
$172K - $224K
|
1.8K
$220K
|